CIA
Compass Ion Advisors’s EXL Service EXLS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.09M | Hold |
24,863
| – | – | 0.12% | 94 |
|
|
2025
Q1 | $1.17M | Sell |
24,863
-1,300
| -5% | -$61.4K | 0.14% | 85 |
|
|
2024
Q4 | $1.16M | Hold |
26,163
| – | – | 0.14% | 91 |
|
|
2024
Q3 | $998K | Hold |
26,163
| – | – | 0.12% | 98 |
|
|
2024
Q2 | $832K | Hold |
26,163
| – | – | 0.12% | 99 |
|
|
2024
Q1 | $832K | Buy |
26,163
+4,450
| +20% | +$141K | 0.12% | 100 |
|
|
2023
Q4 | $670K | Sell |
21,713
-1,125
| -5% | -$34.7K | 0.1% | 116 |
|
|
2023
Q3 | $640K | Buy |
+22,838
| New | +$640K | 0.11% | 121 |
|